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Manage Companies

Customer projects can be associated with a Company. These can be created when creating a project or from the Companies page. Workup allows you to store information about any company associated with your organisation, eg customers and suppliers.

Various details can be stored against each company. Workup can act as a basic CRM or company contacts database.

  • Company Type (Agency, Customer, Other, Partner or Supplier)
  • One or more Contacts
  • One or more Addresses
  • Documents

The Company page will also show the following:

  • Current projects for the Company
  • Workflows for the company.

It is possible to create Company specific workflows associated with companies, eg New Supplier, New Customer etc.